Highland Associates offers customized investment solutions to institutional investors, including foundations, endowments, defined benefit plans, defined contribution plans, insurance portfolios, and non-profit healthcare entities. Highland's services include determining portfolio objectives, investment policy design, asset allocation, and investment manager recommendations. Highland offers implemented consulting, discretionary services, and designated investment services.
Assets Under Management$20B
Clients73
Advisors2
Avg. per Client$280M
Avg. per Advisor$10B
Fee Structure
Investment management only (planning not offered)
Highland Associates does not have a uniform fee schedule. Fees are negotiated with each client based on the type of advisory services and complexity. Fees are generally payable monthly in arrears.
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